Our Values
Endeavor is an Australian company and is 100% owned by its staff, management, and investment partner.
Our purpose is to serve our clients by managing and growing their wealth. To us, performance and integrity matter more than growing our customer base. We pride ourselves on our boutique and premium offering which is what makes us different.
We believe that good results are only achieved by ‘getting out of the office’ and doing the hard work. As part of our professional development, we encourage mentorship and giving back to the community.
Our staff invest in our portfolios alongside clients.
Our Investment Analysis & Processes as a Boutique Fund Manager
Endeavor Asset Management is an Australian fund manager with a bottom up, fundamental focus with a 3–5-year investment timeframe. Our fund management centers around under owned, under researched businesses.
We maximise returns through fundamental industry research and company research combined with active portfolio fund management.
Our investment fund management has a small cap bias where inefficiencies in the market are the greatest. We differ from other Australian asset management companies in that we have a predilection to own stocks for the long term, but with the practical aptitude to add or trim to manage positions within the portfolio.
We ideally seek to ride the coattails of a journey of compound growth from small cap to better-known larger cap as part of our investment management.
Our asset management services lead to long-term outperformance and relative resilience in down markets. We have an upside capture ratio of ~100%, but downside capture ratio of ~50%.
Our Offices
Melbourne office
Level 7, 5 Queens Road, Melbourne VIC 3004
Perth office
92 Forrest Street, Cottesloe WA 6011
